Investing

Displaying 16154 results
MUTUAL FUNDS FEB 29, 2016
Is your 529 college plan one of the four with Morningstar gold?

Improvements to some plans include lower fees and an added layer of investment consultants.

By Liz Skinner
EQUITIES FEB 28, 2016
On guard against inflation

Warning signs of inflation have begun to appear, and advisers shouldn't be ignoring them

By MFXFeeder
EQUITIES FEB 26, 2016
Hedging the risk of Congress going after Roth retirement accounts

<i>Breakfast with Benjamin</i> Is it time to start hedging the risk that Congress might renege on its Roth promise?

By Jeff Benjamin
'Big Short' professor's fund swells in past year
MUTUAL FUNDS FEB 26, 2016
'Big Short' professor's fund swells in past year

Richard Thaler's cameo in the Oscar contending movie &#8220;The Big Short&#8221; was a rare moment of glamour for an economist who built his career studying the follies of human behavior.

By Bloomberg
EQUITIES FEB 26, 2016
The best strategy for this stock market is to own what hedge funds don't

<i>Breakfast with Benjamin</i> Turns out the key to navigating the current market environment is to do whatever hedge funds are not doing. It's that simple.

By Jeff Benjamin
EQUITIES FEB 26, 2016
Tech stocks for dividends no longer a joke

Reason to like tech dividend payers: Most have enough cash to keep their dividends flowing for years.

By John Waggoner
LIFE INSURANCE AND ANNUITIES FEB 25, 2016
Fidelity suspends MetLife annuity sales as insurer mulls breakup

The second-largest U.S. mutual fund company stopped sales of MetLife's annuities in light of uncertainty surrounding a possible sale of its retail unit.

By Bloomberg
MetLife weighs spinoff of domestic retail business as CEO seeks less oversight
LIFE INSURANCE AND ANNUITIES FEB 25, 2016
MetLife weighs spinoff of domestic retail business as CEO seeks less oversight

After non-bank systemically important financial institution designation, insurer is weighing a possible sale, spinoff or public offering

By Bloomberg
MUTUAL FUNDS FEB 24, 2016
Too much gold in your investment portfolio can reduce performance

When clients want to load up on gold, financial advisers need to stress that holding more than 5% of the precious metal can weigh down their portfolios.

By John Waggoner
EQUITIES FEB 24, 2016
Rob Arnott puts a smart-beta bet on value over 'quality' stocks

Plus: Debt-fueled oil boom goes bust, anticipating Buffett's annual letter, and save some bank with these handy apps

By Jeff Benjamin
EMERGING MARKETS FEB 24, 2016
Emerging market debt is starting to look like a sweet deal

<i>Breakfast with Benjamin</i> Franklin Templeton and BlackRock are each making the case for a move into emerging market debt.

By Jeff Benjamin
ETFs expose high-yield divide
MUTUAL FUNDS FEB 24, 2016
ETFs expose high-yield divide

An odd thing happened on the way to last year's credit selloff: The market for risky debt broke into pieces, with some pieces becoming toxic and others remaining relatively in favor.

By Bloomberg
Keeping mutual fund cash in perspective
EQUITIES FEB 24, 2016
Keeping mutual fund cash in perspective

Most fund managers want to stay fully invested.

By Jeff Benjamin
How to handle return-hungry clients' portfolios during upticks in volatility
EQUITIES FEB 24, 2016
How to handle return-hungry clients' portfolios during upticks in volatility

Help keep clients invested for the long term, allaying real fears that their money &amp;mdash; and dreams &amp;mdash; may disappear.

By Thomas Hoops
Why Vanguard is about to engulf the financial planning industry
FINTECH FEB 24, 2016
Why Vanguard is about to engulf the financial planning industry

Steps advisers can take to avoid getting hurt by the fund giant's rise in the planning space.

By Joe Duran
MUTUAL FUNDS FEB 23, 2016
Top fund managers can't catch a break

Some very well-known mutual fund managers are having years that they probably would rather forget.

By John Waggoner
Advisers shy away from LTC insurance dialogue: Study
RETIREMENT PLANNING FEB 22, 2016
Advisers shy away from LTC insurance dialogue: Study

Low comfort level with LTC products makes advisers recoil, but some think that's a weak argument.

By Greg Iacurci
LIFE INSURANCE AND ANNUITIES FEB 21, 2016
Nationwide, AIG see huge gains in fixed indexed annuity sales; Allianz and Security Benefit flounder

Nationwide's sales jumped 460% in 2015 as a new product and distribution partnership has begun to bear fruit.

By Greg Iacurci
MassMutual enters long-term distribution deal for MetLife fixed indexed annuities
LIFE INSURANCE AND ANNUITIES FEB 21, 2016
MassMutual enters long-term distribution deal for MetLife fixed indexed annuities

The deal is part of a broader deal announced Feb. 29 between the two insurers, which includes the purchase of MetLife's Premier Client Group.

By Greg Iacurci
Money manager's mea culpa cost him nearly $1 million
MUTUAL FUNDS FEB 21, 2016
Money manager's mea culpa cost him nearly $1 million

Francis Chou returns fees to money-losing Opportunity Fund

By Bloomberg